Altrio Enterprise Reviews & Product Details

I like the ease of getting the primary data into origin. The ability to send an OM through an email and it appear in my pipeline saves me a lot of time. This helps me to make sure I am not forgetting about a deal and also lets me revisit deals that we have passed on. Customer service and integration have always been great and responsive. Review collected by and hosted on G2.com.

There are many data points that are not automatically filled in and can be cumbersome to get ALL the data points in the system. (although there is no requirement to input all the points). They have updated their reporting function but it could still be a little more user friendly. sometimes i find myself clicking through multiple screens to find what I am looking for. Review collected by and hosted on G2.com.

-Easy to run deals through our processes and track progress

-Metrics for understanding deal flow on a weekly and monthly basis

-Responsive dev team to update needs for the company Review collected by and hosted on G2.com.

-Challenges with importing data at times

-Occasional challenges with creation of deal flow presentations to analyze analytics. Review collected by and hosted on G2.com.

Origin provides a seamless environment to track and monitor all ongoing acquisition opportunities. It is very convenient to re-surface all old deals and aggregate portfolio data for decision making. Customizable templates and reports make it a breeze to display deal details to investors and other stakeholders. Review collected by and hosted on G2.com.

Reviewers are restricted in their ability to map and review photos. Review collected by and hosted on G2.com.

Ability for my team to get organized and upload deal-relevant documentation with important contact information Review collected by and hosted on G2.com.

Future innovation pipeline: connect emails and communication directly through the CRM Review collected by and hosted on G2.com.

Has provided us a much more automated pipeline management system and a repository for past and current deal data that can be leveraged for analysis of future acquisition pursuits. Onboarding process was very thorough and customized and ongoing customer support team is always responsive and helpful. Review collected by and hosted on G2.com.

Limited ability to share deal data and documents with counterparties. Limited asset management functionality. Review collected by and hosted on G2.com.